Kelly Wesselman is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she supports Wealth Management Planning Consultants in delivering services to high net worth clients and partners with families on multi-generational financial planning. Kelly has been with Fidelity Investments since 2018, previously serving as the Onboarding Team Leader from 2021 to 2025, and as Client Services Team Leader from 2018 to 2021. Her experience encompasses leadership roles focused on client services and onboarding processes within the wealth management sector.

John Barnes is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with MML Investors Services, Inc. since 2001 and associated with MassMutual since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretionary authority.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Michael Popil is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked with Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of his advisory role, he volunteers as a youth sports coach and serves on the finance committee for St. Henry Highschool. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing clients access to a range of investment options managed on both discretionary and non-discretionary bases.

Mitchell Walters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to his financial services career, he held various roles including positions at Uber and Cinfed Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Karin Ruth is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to entering the financial sector, she worked for five years at Hattori Hanzo Shears and spent eighteen years at JJ's Hair Salon. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and firm-approved analytical tools.

Patrick Van Sant is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, he worked at 360 American Title Company and Asplundh Tree Experts. Outside of his advisory role, he serves as an assistant coach in his community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Clinton Kersting is a financial advisor with Equitable Advisors in North Bend, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati, OH. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

Anthony Ohlhaut is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at USAA Financial Advisors and multiple terms with Fidelity Brokerage Services. Outside of the financial industry, he has worked with the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Shawn Fox is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

David Sparby is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles in healthcare staffing and consulting, as well as positions in retail and medical staff services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Thomas Puetz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and his own consulting firm, Puetz Consulting LLC. Outside of his advisory work, he has been involved with Traverse City Golf & Country Club and Crystal Downs Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its offerings.

Timothy Dumont is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Cincinnati, OH. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Susan Stone is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity in various capacities since 2013, including positions as Financial Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, High Opportunities Brokerage Representative, 401k Service Representative, and Proactive Sales Representative. Prior to joining Fidelity, Susan was a Registered Representative at Scudder, Stevens, and Clark from 1990 to 1996. With over two decades of experience in the financial industry, Susan partners with her clients to help them make educated decisions within their financial plans. She emphasizes the importance of purposeful planning and utilizes Fidelity's technology to collaborate on personalized retirement and investment plans tailored to clients' needs. Outside of her professional role, Susan has interests in concerts, fitness, gardening, kayaking, music, and pets.

Jojiro Lecroix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Northern Kentucky University, Ashford University, Brinks Inc, and service in the U.S. Army. Outside of his advisory role, he operates Genki Mindset, a rental real estate investing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Dylan Merrill is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles in the restaurant industry and had periods of unemployment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Nicole Cutcher is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes positions at DNA Diagnostics Center, Standard Retirement Services, StanCorp Equities, Schaeffer's Investment Research, and Huntington National Bank prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.